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Showing 141 - 150 of 229 results for "Maria"

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Large financial institutions are raising education standards for their financial advisers. For those already holding the right qualifications it will be business as usual, but for those who need to do some studying, Laura Millan has come up with a guide ...

FSC Conference: Experts forecast FSI outcomes

MARK SMITH  |  WEDNESDAY, 6 AUG 2014
... Council (FSC)'s three day annual conference in Cairns. He was joined in the discussion by Franklin Templeton managing director Maria Wilton and the chief executive for the government funded Centre for International Finance and Regulation, Prof David ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
The Commonwealth Bank (CBA) has confirmed that it will provide full funding to cover costs involved with the tougher adviser education standards announced last week. As revealed by Financial Standard, CBA decided to raise adviser standards in the wake ...

CBA unveils tougher adviser standards

LAURA MILLAN  |  MONDAY, 14 JUL 2014
In the wake of the Senate inquiry into the performance of the Australian Securities and Investments Commission (ASIC), the Commonwealth Bank (CBA) will lift the minimum education standards for its financial advisers and demand that they belong to a ...

Franklin Templeton nabs Deutsche AWM bond specialists

JAMES FERNYHOUGH  |  WEDNESDAY, 21 MAY 2014
... institutional fixed income investment portfolios. Commenting on the appointment, Franklin Templeton Australia managing director Maria Wilton said: "Diversification across investment capabilities and market segments is an important part of our long-term ...

CBA exec joins Future2 board

LAURA MILLAN  |  TUESDAY, 22 APR 2014
Commonwealth Bank (CBA) executive general manager of advice has joined the board of the Future2 Foundation. Marianne Perkovic was elected Future2 board director and trustee for a three year term at a recent board meeting. The Future2 board now has nine ...

CBA promoted Nguyen to keep him away from clients

LAURA MILLAN  |  THURSDAY, 10 APR 2014
The Senate inquiry into the performance of the Australian Securities and Investments Commission (ASIC) has heard that the Commonwealth Bank (CBA) promoted financial planner Don Nguyen, despite allegations of fraud. Speaking at the inquiry Commonwealth ...

ACSA announces 2014 custody awards

JAMES FERNYHOUGH  |  THURSDAY, 13 FEB 2014
The Australian Custodial Services Association (ACSA) has announced four winners of the 2014 ACSA Awards. The winners were J.P. Morgan's Marian Azer, State Street's Daniel Cheever, NAB's Darryll Rogers and OneVue's Paul Talbot. The awards recognised ...

Aust portfolio disclosure reforms toughest in world

JAMES FERNYHOUGH  |  WEDNESDAY, 23 OCT 2013

Challenger CEO joins FSC board, AWI's Heap to depart

ALICE URIBE  |  THURSDAY, 26 SEP 2013